To improve the accuracy of Pega Intelligent Virtual Assistant (IVA) responses to
a case, add a conversational channel to a process for a case type. You can also define
the conditions that control when the conversation begins in the IVA.
For
example, you can add an IVA for Web Chatbot to the car insurance case type. The system
creates a parallel process for this IVA channel and, as a result, you can later define a set
of simple questions to collect information for a car insurance case.
-
In the navigation pane of Dev Studio, click Case types, and then click the
case type that you want to open.
-
On the Workflow tab, click Life
cycle.
-
Click the stage to which you want to add a conversational channel.
-
On the General tab of the property panel, in the
Channel specific conversations section, select the
IVA channel that you want to use.
Result: A parallel process for the IVA channel is added to the
stage.
- Optional:
To define the conditions that control when the conversation begins, update the
process settings:
-
On the Workflow tab, click the parallel process
for the IVA channel.
-
On the General tab of the property panel, in the
Start Process list, select When
Rule.
-
In the field below the Start Process list, enter
or select a when rule that determines when the conversation in the IVA
starts.
-
Click Save.
Result: At run time, the system asks a series of questions to
collect information about a Pega Platform case.
What to do next: Add questions to the IVA conversation. For more information, see Adding questions to a conversation.